After graduating Boise State University with a BS in Political Science I put my degree straight to work managing, operating and owning varies companies in the construction field.
Feeling unfulfilled with my path, I had a chance meeting and found myself pivoting into the wealth advisory world. I started at Northwestern Mutual in the broker dealer model, but as my knowledge and practice expanded, I felt confined with what could be offered to my clients.
I moved into the fiduciary RIA model with Legacy Wealth Management where I found a group that embraces risk management and loss avoidance beyond just insurance type products.
And the end of the day I want clients to be an extension of my family where we discuss the heart of their fears, their values and what’s important to them so that I can effectively provide financial life planning without taking unacceptable risks.